Module: Users & Groups
Module: Users
The Users module lists every individual who can log in to the platform, including Investors and administrators. A user record connects the individual to their profiles, wallets, investments, and permissions.
Key Connections:
- A user can have one or more Profiles (e.g., an individual profile and a trust profile).
- All Wallets, Crypto Wallets, Investments, and activity logs are ultimately tied back to a
Userrecord. - Admin users are assigned permissions through
Groups.
The Users List View
This screen provides a platform-wide overview of all registered users.``
| Column Title | Description |
|---|---|
| ID | The unique identifier for the user record. |
| User | The user's name and/or email address. |
| Profiles | A count of the number of investment profiles associated with this user. |
| Last Investment | The status of the user's most recent investment activity. |
| Status | The current status of the user account (e.g., ACTIVE). |
| Joined at | The date the user registered on the platform. |
| Activity | The timestamp of the user's last detected activity. |
The User Details View
The user detail view shows one user's account data, permissions, related records, and activity.
The Summary Block
The header provides an at-a-glance summary of the user's financial engagement, including total amount Invested, number of Investments, total Dividends paid, and their internal risk Sift score.
Tab: General
This tab contains the core identifying information and permission settings for the user.
| Title | Description |
|---|---|
| First/Last name | The user's legal name. |
| The user's primary email address, used for login and communications. | |
| Identity id | The unique system-generated ID for this user record. |
| Timestamps | Read-only fields for Created at and Updated at. |
| IP address / User agent | The last known IP address and browser information for the user. |
| Last login | A timestamp of the user's last successful login. |
| Groups | A dual-list interface to assign the user to administrator groups, thereby granting them specific permissions. |
| Data | A read-only JSON field showing additional metadata about the user's status (e.g., is_accredited). |
Tab: Security
This tab provides a high-level overview of the user's login history and security profile.
Login Sessions: A list of recent login attempts, showing the Location, Status (
OK,ERROR), Device, IP Address, and Time.Activity chart: A visual representation of the user's activity over time.
Tab: Session
This tab allows for the management of the user's active login sessions.
Session List: Shows all currently active sessions with details on when they were Issued, when they Expire, and when they were last Authenticated.
Actions: Administrators can manually End session to force a user to log out.
Tab: Profiles, Wallets, & Investments
These tabs provide filtered views of records associated with this specific user. They function identically to their main module counterparts.
Profiles: Lists all investment profiles created by this user.
Wallets: Lists all fiat wallets owned by this user.
Investments: Lists all investments made by this user across all funds.
Tab: Activity
This tab provides a detailed, granular log of user actions and events, similar to the Security tab but with more detail for auditing purposes.
Tab: History
The History tab provides a detailed and immutable audit trail of every change made to the User record itself. Its primary function is for compliance and internal auditing, answering the question: "Who changed what data on this user, and when?"
This tab typically displays a list of entries, where each entry represents a saved change to the user. Each entry would show:
Date/Time: The exact timestamp of the change.
User: The administrator who made the change or the user.
Action: The type of change.
Fields Changed: A summary of which specific fields were modified and their new values.
Tab: Logs
The Logs tab is a more technical view intended for administrators and developers. It displays low-level system and application logs related to this specific user. Unlike History, which tracks user-driven data changes, Logs tracks automated processes, API interactions, and system events.
This would be a feed of technical log entries, typically including:
Timestamp: The precise time the event occurred.
Service: The part of the system that generated the log.
Message: The detailed log message itself.
Module: Groups
The Groups module is the heart of the platform's Role-Based Access Control (RBAC) system. A "Group" is simply a role with a specific set of permissions. By assigning a User to one or more groups, you grant them the ability to perform specific administrative tasks.
Key Connections: Groups are assigned to Users to control their access to all other modules.
The Groups List View: All Admin Roles
This screen provides a simple list of all available roles (groups) that have been created in the system.
The Detail View: Defining a Role
The detail view is where you create or edit a role and its specific permissions.
Name: The name of the role (e.g., "Legal Officers," "Compliance Team").
Permissions Interface: This is the core of the module.
Available permissions: A list of every possible action an admin can take in the system.
Chosen permissions: The permissions that have been granted to this specific group.
Actions: Use the arrow buttons to move permissions between the "Available" and "Chosen" lists. You can also use the "Filter" box to quickly find a specific fund-related permission.